Dynamics 365 Business Card Scanners
The Dynamics 365 Sales business card scanner is an integrated feature that helps salespeople quickly scan business cards of prospective customers they meet. It reads the basic information from the card and automatically populates data in the fields of lead or contact records within Dynamics 365 Sales. This allows salespeople to avoid manual data entry and focus on more important tasks.
If you're using the Dynamics 365 Sales app on a desktop, you browse to the folder where the business card picture is stored, select the business card picture, and then select **Insert**.
If you're using a mobile phone, you use the mobile phone camera to capture the business card picture.
The details like first name, last name, job title, and email will be automatically populated from the business card. The account name is not populated automatically as it's a lookup field, but you can select it manually.
When you save the Contact or Lead records, the business card is also associated and stored in the records for future reference. The feature is available with Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise licenses, and users must have the appropriate security roles to access it.
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